JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.53B
1-Year Est. Return 19.27%
This Quarter Est. Return
1 Year Est. Return
+19.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$333M
AUM Growth
+$2.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.14M
3
+$1.89M
4
NTES icon
NetEase
NTES
+$1.79M
5
ALK icon
Alaska Air
ALK
+$1.33M

Top Sells

1
+$1.24M
2
+$1.12M
3
+$1.1M
4
WSM icon
Williams-Sonoma
WSM
+$965K
5
LNC icon
Lincoln National
LNC
+$930K

Sector Composition

1 Consumer Discretionary 6.57%
2 Healthcare 5.33%
3 Technology 5.28%
4 Financials 3.82%
5 Industrials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$559K 0.17%
28,631
+6,881
102
$541K 0.16%
9,186
-1,936
103
$529K 0.16%
2,489
+91
104
$529K 0.16%
35,115
-41,475
105
$523K 0.16%
+6,513
106
$505K 0.15%
5,236
+689
107
$498K 0.15%
+7,486
108
$497K 0.15%
+19,609
109
$496K 0.15%
11,978
-756
110
$493K 0.15%
+6,145
111
$492K 0.15%
+6,012
112
$492K 0.15%
+3,472
113
$492K 0.15%
+8,785
114
$487K 0.15%
2,551
-136
115
$482K 0.14%
+3,755
116
$482K 0.14%
+3,746
117
$480K 0.14%
24,311
+10,267
118
$477K 0.14%
+16,380
119
$477K 0.14%
+7,097
120
$472K 0.14%
+7,544
121
$471K 0.14%
5,142
+267
122
$470K 0.14%
2,116
-661
123
$469K 0.14%
+6,739
124
$469K 0.14%
3,005
+15
125
$468K 0.14%
+7,295
3 4
5
6 7